Client Tags
We love using client tags! We use them mainly for our recurring maintenance customers. We tag our customers with "Weekly Maintenance" as well as with their tech name and service day to easily keep tr...
Forum Discussion
We use "Call Back" and "Follow up [month]" tags to easily pull a list for follow up. We tag customers that need touch ups (we are a painting business). Also, if I temporarily turn off quote/invoice/etc. notifications while making an edit, I use a "Notifications OFF" tag to remind me to turn them back on.
